STA
Smith Thornton Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Buy |
3,410
+1,380
| +68% | +$182K | 0.26% | 83 |
|
|
2025
Q1 | $304K | Buy |
2,030
+176
| +9% | +$26.4K | 0.19% | 108 |
|
|
2024
Q4 | $282K | Sell |
1,854
-190
| -9% | -$28.9K | 0.18% | 116 |
|
|
2024
Q3 | $348K | Buy |
2,044
+49
| +2% | +$8.33K | 0.23% | 101 |
|
|
2024
Q2 | $329K | Buy |
+1,995
| New | +$329K | 0.24% | 99 |
|